Sage X3 – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner offering quality services of two decades for Sage product lines and have been awarded "Sage Partner of the Year" multiple times. Greytrix has a very strong technical and functional team of professionals and experts with hands-on experience in Sage X3. In these blogs, Greytrix will endeavour to share its knowledge with regards to implementation, training, customization, components, current technology trends and help users to understand in depth techno – functional aspects of Sage X3! Contact Greytrix Sage X3 Certified Specialists Team at x3@greytrix.com
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Exporting Payments in Sage X3

By Greytrix | July 30, 2020
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Most of the clients has requirement to export their supplier payments which are created in Sage X3 so that they can upload the exported payment information on their bank site for making the bulk payments to their suppliers. So to achieve this we have developed a utility which will helps users to export the required payment information based on the parameters entered.

Please refer below screen shot which will give you better visualization. Here user needs to select an appropriate Date range, Site and company name on the screen, based on these parameters, utility will display all the payments made for that particular period of time. These payments then can be exported in CSV file format using print button given and can be uploaded on the bank site for actual payments. Once the upload done, bank process the payments to the suppliers based on the information there in the CSV file.

New Stuff: How to solve Unbalanced Payment Error while creating Payment through Import/Export Template

Sample Payment Export screen

Please refer below steps that needs to be follow:-

Step 1: Login to Sage X3 and navigate to home page–>Bank Integration–>Payment Export
Step 2: On the header part of the screen, user needs to select date range and other parameters
Step 3: Once user clicks on search button, all the payment with required information like payment number, payment amount, Bank name, Bank Add, Amount, Vendor etc. will get displayed on the detail grid.
Step 4: User will have provision to select the payments from the grid by just doing tick on check box against respective Payment Number for which they wants to do the payment.
Step 5: At the last user needs to click on ‘Print’ button and to generate a CSV file which user can directly upload on the bank site for payment process
Step 6: Once the file has been uploaded, amount against particular payment no would be debited from company’s Account and credited to Vendor’s Account.

Hence, with the help of this Payment export utility user saves their time for doing the payment to their suppliers.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.

Related Posts

  • How to solve Unbalanced Payment Error while creating Payment through Import/Export Template
  • How to display missing invoices during payment proposal and how to change the payment approval controls
  • How to hold a Payment of particular Supplier in Sage Enterprise Management (formerly Sage X3)
  • Setup the payment reminders for multiple customers
  • Issue the Prepayment in Bulk
Category: Sage ERP X3 Tags: Account, CSV file, export, Payment, Sage X3, Vendor
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